Spending Analysis
Nobody likes a budget, but understanding your spending is key to getting on track with your personal finances. We can help by analyzing your transactions and producing a spending analysis.
We take up to a year’s worth of your transactions and create a complete spending analysis report broken down into common and easily understood categories.
From $299
Cashflow, Asset & Liability Projections
Once you’ve got an understanding of your spending, we can help run projections around your cashflow, assets (e.g. investments, house) and liabilities (e.g. credit cards, loans, mortgage).
This flexible service can be tailored to projections related to as many assets and/or liabilities as you require. You get a complete report including graphs and tables showing the financial projections over time.
From $399
Education Savings Projections
If you’re wondering how to fund a child’s (or grandchild’s) post-secondary education, we can help analyze your situation. This service includes looking at the best way to leverage a Registered Education Savings Plan (RESP) to maximize your contributions and government grants.
We take your information, assumptions and goals to produce a complete report showing savings and withdrawals over time including graphs and tables. We analyze up to three scenarios to show you possible outcomes.
From $699
Retirement Projections
Whether your goal is to retire soon or many years from now, we can help create projections taking into account your retirement savings and other sources of income (e.g. government and/or workplace pensions).
We take your information, assumptions and goals to produce a complete report showing savings and withdrawals over time including graphs and tables. We analyze up to three scenarios to show you possible outcomes.
From $899